Alternatives

Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.

Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.

Despite abundant capital, Asia’s energy transition is facing an execution crunch driven by a severe lack of bankable projects and modern grid infrastructure.

As public markets and large-cap private equity present valuation challenges, allocators are increasingly targeting the lower 'bottom half' of the market, inspired by operational upside and pricing inefficiencies.

Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.

As institutional investors look to de-risk their private credit allocations, European infrastructure debt is emerging as a critical diversifier.

Closing Asia’s food investment gap, from procurement reform to AI-powered farm tools, requires stronger demand signals and more investable structures, according to Temasek and the Rockefeller Foundation.

CEO Dilhan Pillay warned that the state investor is set to fall short of a 2030 goal to halve portfolio emissions from 2010 levels but insisted it would stay on the road to net zero.

The country's asset owners are pivoting away from bonds to incorporate private credit, equity, and infrastructure into portfolios.

Delayed exits, geopolitical fragmentation, and weak distributions are emerging as the defining structural pressures reshaping fundraising, liquidity and dealmaking across Asian private equity.

The government-backed investor is working to broaden Japan’s bench of managers capable of handling complex, large-cap corporate transformations.

Asia’s private equity stands at a turning point, caught between cyclical normalisation and the emergence of a more disciplined, liquidity driven era.